Name variants:
Cade Mellies
Last updated Jul 01, 2024
Contact Information
Last Update
Jul 5, 2022
Email
me**@crewecapital.com, ca**@yahoo.com
Location
Salt Lake City, UT
Company
Workplace
Colleagues
Work History
Vice President
Utah
Crewe Capital, LLC is an independent investment banking, securities, and mergers and acquisitions firm that provides a wide range of financial services to a substantial and diversified clien...
from 2016
Analyst
505 south Wakara Way SUITE 215, Salt Lake City, UT 84108
Performed due diligence for direct and fund of funds investments in the technology and life sciences industries
Recommended prospective investments ranging from $5-$10 million to senior ma...
2015 — 2016
Student Portfolio Manager
1 south Main St, Salt Lake City, UT 84133
Managed a $5 million portfolio of fixed income securities, returning 40 bps after fully liquidating the portfolio
Researched corporations, wrote reports, presented recommendations, and tra...
2014 — 2015
Education
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Analyst
Chief Executive
Accounting Bookkeeper
Bookkeeper
Analysts
Skills
Leadership
Financial Analysis
Financial Modeling
Management
Finance
Budgets
Forecasting
Investments
Financial Reporting
Corporate Finance
Microsoft Excel
Time Management
Data Analysis
Customer Service
Accounting
Payroll
Hiring
Networking
Microsoft Word
Powerpoint
Access